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Bank of Montreal

BMO
Exchange
NYSE
Industry
Commercial Banks, NEC
SEC CIK
0000927971

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 658 institutions reported holding it in 13F filings for Q2 2026, worth $60.0B in total; no superinvestor holds it.

Other share classesAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU

Q3 2021 vs. Q2 2021

How the institutions holding Bank of Montreal changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of BMO: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders4405459+24
Shares274.3M370.0K275.4M+1.51M (+0.6%)
Value$28.3B$38.0M$27.7B−$566.7M (−2.0%)

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Bank of Montreal at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BMO in Q3 2021
InstitutionSharesValue% of portfolio
Omers Administration Corp1,804,576$180.1M2.62%
Pictet Asset Management SA253,257$25.3M0.03%
USS Investment Management Ltd142,868$14.3M0.12%
ClariVest Asset Management LLC103,256$10.3M0.33%
Parallax Volatility Advisers, L.P.102,228$10.2M0.11%
Two Sigma Advisers, LP90,619$9.04M0.02%
HAP Trading, LLC54,352$5.42M0.40%
Twin Tree Management, LP51,515$5.14M0.15%
Susquehanna Fundamental Investments, LLC50,343$5.03M0.09%
Cutler Group LP27,398$2.73M0.21%
Wolverine Trading, LLC27,009$2.71M0.06%
Magnetar Financial LLC26,364$2.63M0.03%
Bridgeway Capital Management, LLC25,200$2.51M0.05%
Walleye Trading LLC21,376$2.13M0.05%
DRW Securities, LLC18,600$1.85M0.55%
Quantbot Technologies LP12,969$1.29M0.09%
Edgestream Partners, L.P.12,102$1.21M0.07%
NorthCoast Asset Management LLC10,102$1.01M0.04%
Premier Asset Management LLC7,584$756.0K0.10%
Veritable, L.P.7,542$752.0K0.01%
Trexquant Investment LP7,324$730.0K0.06%
Vaughan & Co Securities, Inc.7,287$727.0K0.54%
Voya Investment Management LLC4,473$446.0K0.00%
Bayesian Capital Management, LP4,139$413.0K0.12%
Wendell David Associates Inc4,009$400.0K0.04%
Fox Run Management, L.L.C.3,972$396.0K0.25%
Virtu Financial LLC3,726$372.0K0.03%
Tradition Wealth Management, LLC3,686$368.0K0.05%
Swiss Life Asset Management Ltd3,690$367.7K0.01%
Doliver Advisors, LP3,157$315.0K0.11%
Evergreen Capital Management LLC2,827$282.0K0.01%
JustInvest LLC2,654$265.0K0.02%
Integrated Wealth Concepts LLC2,588$258.0K0.01%
Petrus Trust Company, LTA2,549$254.0K0.03%
Mission Wealth Management, LP2,300$229.0K0.01%
Mutual Advisors, LLC2,123$212.0K0.01%
Belpointe Asset Management LLC2,057$205.0K0.01%
Ritholtz Wealth Management2,031$203.0K0.01%
Pinebridge Investments, L.P.773$98.0K0.00%
Ravenstone Capital Management Inc.939$93.1K0.07%
Kowal Investment Group, LLC869$87.0K0.03%
Tower View Investment Management & Research LLC700$70.0K0.04%
Duncker Streett & Co Inc526$52.0K0.01%
CenterStar Asset Management, LLC–$31.0K0.02%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC252$25.0K0.00%
Trustcore Financial Services, LLC172$17.0K0.00%
Community Bank, N.A.150$15.0K0.00%
Fieldpoint Private Securities, LLC122$12.0K0.00%
TD Ameritrade Investment Management, LLC139$8.00K0.00%
Mascoma Wealth Management LLC50$5.00K0.00%
Meridian Wealth Partners, LLC54$5.00K0.00%
Rockbridge Investment Management, LCC52$5.00K0.00%
Bell Investment Advisors, Inc51$5.00K0.00%
PFG Private Wealth Management, LLC34$3.00K0.00%

Sold out (30)

Institutions that held Bank of Montreal at the end of Q2 2021 and filed for Q3 2021 without it.

Not filed for Q3 2021 yet (5)

Institutions that held Bank of Montreal at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BMO in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd256,558$26.3M
Pinnacle Wealth Advisors112,559$11.5M
Cowen Prime Services LLC753$77.0K
Castleview Partners, LLC100$10.0K
CWM, LLC24$2.00K